AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1 +$181M
2 +$54.1M
3 +$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1 +$106M
2 +$26.1M
3 +$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

Sector Composition

1 Industrials 16.04%
2 Technology 12.48%
3 Financials 11.3%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
-30,000
2452
-1,760
2453
-50
2454
$0 ﹤0.01%
1,000,000
2455
$0 ﹤0.01%
500
2456
$0 ﹤0.01%
35,100
2457
$0 ﹤0.01%
5,450
2458
$0 ﹤0.01%
2,544,675
2459
$0 ﹤0.01%
1,248,000
2460
$0 ﹤0.01%
640
2461
-577
2462
$0 ﹤0.01%
4,948
2463
-200
2464
-116,381
2465
-91,785
2466
-6,200
2467
-5,000
2468
$0 ﹤0.01%
+400
2469
$0 ﹤0.01%
+1,104
2470
$0 ﹤0.01%
+900
2471
-5,019
2472
-63
2473
-12,000
2474
-10,000
2475
$0 ﹤0.01%
+1,300